GeoWealth
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Benefits at GeoWealth
Competitive Salary and Bonuses: We strive to attract top talent and offer competitive salaries with performance-based bonuses Frequent Team Outings: We make time to unwind and recharge with team happy hours and volunteering events Flexible PTO and Work Schedule: We value work/life balance and empower employees to manage their own time Convenient Office Location and On-site Gym: Our brand-new office is located in River North near public transit and has a free on-site gym Medical, Dental, and Vision Insurance: We offer comprehensive health, dental, and vision benefits FSA and Transit Benefits: Employees can contribute pre-tax dollars to our FSA and transit program Stocked Kitchen and Weekly Lunches: We keep a fully-stocked kitchen with snacks and drinks, plus catered lunches every week 401k With Company Match: We offer a 401(k) plan with company-match and a broad selection of investment options
Financial + Retirement
401(K)
401(K) matching
We offer a 401(k) plan with company-match. GeoWealth matches 100% up to 3% of compensation and 50% of deferrals that are greater than 3% but less than 5% of compensation.
Company equity
Phantom equity may be given to employees at the discretion of company leadership.
Performance bonus
Office Perks
Commuter benefits
Employees can contribute pre-tax dollars to the transit program.
Company-sponsored outings
Regular happy hours and more.
Fitness stipend
Employees can enjoy company-sponsored sporting teams for no cost.
Company-sponsored happy hours
Monthly happy hours hosted either at the office or offsite.
Onsite gym
Onsite office parking
Our office building on Michigan Avenue offers convenient access to paid parking lots.
Recreational clubs
Employees participate in sports leagues together.
Free snacks and drinks
GeoWealth has a fully stocked kitchen, including snacks and coffee, tea and soda available.
Some meals provided
Employees get free lunch every Thursday, which on a monthly basis is followed by a happy hour later in the afternoon.
Health Insurance + Wellness
Dental insurance
Dental plan offered through Guardian. GeoWealth pays approximately 80% of the dental insurance benefits.
Disability insurance
Both short term and long term disability insurance offered and paid for by GeoWealth.
Flexible Spending Account (FSA)
Employees can contribute pre-tax dollars to our FSA offered through Wex.
Health insurance
Health insurance benefits offered through BCBS of Illinois. GeoWealth pays approximately 80% of the health insurance benefits.
Life insurance
Life insurance paid by GeoWealth of 1x salary, up to $200,000. Supplemental life insurance offered, at the expense of the employee, at date of hire.
Vision insurance
Vision plan offered through Guardian. GeoWealth pays approximately 80% of the vision insurance benefits.
Diversity
Diversity manifesto
Hiring practices that promote diversity
We maintain a commitment to representation across all identities, cultures, backgrounds and viewpoints; ensuring a welcoming workplace for all.
Culture
Volunteer in local community
Our GeoWealth Gives program allows employees to give back to the community in different ways, whether it's gathering goods for donation, working to support local organizations, or fundraising.
Flexible work schedule
GeoWealth provides employees with a flexible work schedule that includes flexible start and end times.
Open door policy
Open office floor plan
Remote work program
Our remote work program includes the ability to work from home on occasion as needed, with most employees working from home at least twice a week.
Team based strategic planning
OKR operational model
Child Care + Parental Leave
Family medical leave
GeoWealth offers up to 12 weeks of unpaid, job-protected leave per year, as well as maintained health benefits, for any employee eligible under the Family and Medical Leave Act (FMLA).
Generous parental leave
Parental leave offered.
Vacation + Time Off
Generous PTO
Our unlimited vacation policy ensures that PTO is generous.
Paid holidays
Paid sick days
Unlimited PTO plan for vacation and sick days.
Unlimited vacation policy
Professional Development
Job training & conferences
Paid industry certifications
GeoWealth covers the costs of industry certifications required for job duties, such as FINRA Series designations.
Promote from within
Lunch and learns
GeoWealth runs Power-Up sessions where employees gather on-site during business hours to learn about industry trends, personal finance, and other job-related topics.
